Summit Wealth Group, LLC, is a Registered Investment Advisor. Form ADV 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. This report alone does not offer investment, tax or legal advice.

Securities are offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC. Headquartered at 80 State St, Albany NY 12207. Purshe Kaplan Sterling Investments and Summit Wealth Group, LLC are not affiliated companies. This is a not a performance report and not a statement. The statement comes from the custodian of the account on a regular basis. The assets shown are net of fees. Not all the assets that are presented are necessarily being billed on.